HIRTLE CALLAGHAN & Overview
Hirtle Callaghan & Company Llc is an investment advisor that manages 26.1 BN dollars in regulatory AUM and has 93 employees, of which 62 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/06 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 6% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/06 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 6% of the manager's regulatory AUM.
HIRTLE CALLAGHAN & StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HIRTLE CALLAGHAN & Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
SPY | 23.81% | ETF | 4.32% | 0% | 0 | 36% | ||
IEFA | 9.65% | ETF | 3.52% | -0.02% | 0 | 5% | ||
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HIRTLE CALLAGHAN & Founders and Key Employees
Name | Title | In Position Since |
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Jonathan J. Hirtle | President, Chief Executive Officer | June-1988 |
Robert J. Zion | Vice President, Treasurer, Secretary, Chief Operating Officer | January-1996 |
Kevin Byrne | Chief Compliance Officer | July-2012 |
Dierk A. Flemming | Chief Legal Officer | November-2012 |
Jonathan J. Hirtle | President And Chief Executive Officer Of Hirtle Callaghan Special Opportunities Gp, Llc | September-2012 |
Jonathan J. Hirtle | President And Chief Executive Officer Of Hirtle Callaghan Private Equity Fund Ix(A) Gp, Llc | November-2011 |
Jonathan J. Hirtle | President And Chief Executive Officer Of Hirtle Callaghan Private Equity Fund X(A) Gp, Llc | March-2014 |
Jonathan J. Hirtle | President And Chief Executive Officer Of Hirtle Callaghan Absolute Return Gp, Llc | June-2011 |
Jonathan J. Hirtle | President And Chief Executive Officer Of Hirtle Callaghan Special Opportunities 2009 Gp, Llc | October-2009 |
Robert J. Zion | Vice President, Treasurer And Secretary Of Hirtle Callaghan Special Opportunities Gp, Llc | September-2012 |
Robert J. Zion | Vice President, Treasurer And Secretary Of Hirtle Callaghan Private Equity Fund Ix(A) Gp, Llc | November-2011 |
Robert J. Zion | Vice President, Treasurer And Secretary Of Hirtle Callaghan Private Equity Fund X(A) Gp, Llc | March-2014 |
Robert J. Zion | Vice President, Treasurer And Secretary Of Hirtle Callaghan Absolute Return Gp, Llc | June-2011 |
Robert J. Zion | Vice President, Treasurer And Secretary Of Hirtle Callaghan Special Opportunities 2009 Gp, Llc | October-2009 |
HIRTLE CALLAGHAN & Brokers, Custodians, Auditors and Administrators
Type | Company |
---|
Administrator | Pro |
Administrator | Pro |
Auditor | Pro |
Custodian | Pro |
HIRTLE CALLAGHAN & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .................................................................. 7
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HIRTLE CALLAGHAN & Portfolio Concentration
HIRTLE CALLAGHAN & Location
FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE
SUITE 500
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428-2998
SUITE 500
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428-2998
HIRTLE CALLAGHAN & Contact Information
Phone Number: 610-828-7200
Fax Number: 610-828-7425
Website: http://www.hirtlecallaghan.com
Fax Number: 610-828-7425
Website: http://www.hirtlecallaghan.com
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